he was always on the defensive and now he has a lot of ground to make up. gwen: is there an argument to be made that there is a policy shift going on in america's mind as well, not just a good speech or a good piece of positioning, but actually people are looking at their choices differently now? >> there are ways to think of this, not just through polling data but economic data and there is a surge of optimism. small business confidence is up. some financial market participant indexes are up. this would suggest that people are starting to feel better about this recovery. a lot of interesting questions as to why because the data don't support that. we have been having a slow recovery for three years now and people have gotten used to it. it is like a lukewarm bath. any drop of hot water, you think it will heat up entirely. gwen: the flip side is is that, if you heat it up a little more -- [laughter] >> but the other -- part of that is, if you are starting to see uptick in your personal finances, paying off credit card debt, housing is getting better, even i